Richards Merrill Wealth Management

Richards Merrill Wealth Management (CRD# 713) is a financial advisory firm headquartered in Spokane, WA. They manage $395,784,920 in 943 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
612 West Main Street, The M Building Suite 201, Spokane, WA 99201
http://www.rmpinvest.com
By the Numbers
  • Total Assets Under Management
    396
    MILLION
  • Total Number of Accounts
    943
    ACCOUNTS
  • Average Account Value
    $419,708
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, ID, NE, NH, OR, TX, WA

Financial Advisors at Richards Merrill Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Mark Calkins, financial advisor Spokane WA
Mark J. Calkins
CRD#: 6369006
612 West Main Street, The M Building Suite 201, Spokane, WA 99201

Mark Calkins (CRD# 6369006) is an Investment Advisor Representative working at Richards Merrill Wealth Management in Spokane, WA and has over 9 years of experience in the finance industry.

2
Monique Corigliano, financial advisor Spokane WA
Monique C. Corigliano
CRD#: 1497927
612 West Main Street, The M Building Suite 201, Spokane, WA 99201

Monique Corigliano (CRD# 1497927) is an Investment Advisor Representative working at Richards Merrill Wealth Management in Spokane, WA and has over 22 years of experience in the finance industry.

3
Thomas Kendall, financial advisor Spokane WA
Thomas B. Kendall
CRD#: 4160361
612 West Main Street, The M Building Suite 201, Spokane, WA 99201

Thomas Kendall (CRD# 4160361) is an Investment Advisor Representative working at Richards Merrill Wealth Management in Spokane, WA and has over 23 years of experience in the finance industry.

4
John Larson, financial advisor Spokane WA
John S. Larson
CRD#: 1368801
612 West Main Street, The M Building Suite 201, Spokane, WA 99201

John Larson (CRD# 1368801) is an Investment Advisor Representative working at Richards Merrill Wealth Management in Spokane, WA and has over 38 years of experience in the finance industry.

5
Steven Larson, financial advisor Spokane WA
Steven R. Larson
CRD#: 1029292
612 West Main Street, The M Building Suite 201, Spokane, WA 99201

Steven Larson (CRD# 1029292) is an Investment Advisor Representative working at Richards Merrill Wealth Management in Spokane, WA and has over 24 years of experience in the finance industry.

6
Frederic Lefriec, financial advisor Spokane WA
Frederic A. Lefriec
CRD#: 6599003
612 West Main Street, The M Building Suite 201, Spokane, WA 99201

Frederic Lefriec (CRD# 6599003) is an Investment Advisor Representative working at Richards Merrill Wealth Management in Spokane, WA and has over 8 years of experience in the finance industry.

7
John-michael Larson, financial advisor Spokane WA
John-michael Larson
CRD#: 7524068
612 West Main Street, The M Building Suite 201, Spokane, WA 99201

John-michael Larson (CRD# 7524068) is an Investment Advisor Representative working at Richards Merrill Wealth Management in Spokane, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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